WHG SmallCap Value Instl
WHG Funds P.O. Box 219009
Phone: 877-FUND-WHG
| Category: |
Small Blend |
| Fund Family: |
Westwood |
| Net Assets: |
13.06M |
| Year-to-Date Return: |
N/A |
| Yield: |
% |
| Morningstar Rating: |
N/A |
| Fund Inception Date: |
02-Apr-07 |
|
Lisa Dong
Lead Manager since
08-Sep-06 |
|
| Dong is a vice President and research analyst of Westwood. She has more than 9 years of investment experience. Dong holds the Chartered Financial Analyst designation. |
| Min Initial Investment: |
$5,000 |
| Min Initial Investment, IRA: |
$0 |
| Min Initial Investment, AIP: |
$0 |
| Min Subsequent Investment: |
$0 |
| Min Subsequent Investment, IRA: |
$0 |
| Min Subsequent Investment, AIP: |
$0 |
|
|
|
| The investment seeks long term capital appreciation. The fund invests at least 80% of net assets plus borrowings for investment purposes, in equity securities of small-cap companies with market capitalizations between $100 million and $2 billion at the time of purchase. It invests in approximately 50-70 securities, which are well diversified among market sectors. |
| Last Dividend
(28-Dec-07):
|
0.05 |
| Last Cap Gain
|
N/A |
| Annual Holdings Turnover
|
N/A |
| Average for Category:
|
84.37% |
|
| Expense |
WHGSX |
Category
Avg |
| Total Expense Ratio: |
%
|
1.41% |
| Max 12b1 Fee: |
0.00%
|
N/A |
| Max Front End Sales Load: |
0.00%
|
5.20% |
| Max Deferred Sales Load: |
0.00%
|
2.54% |
| 3 Yr Expense Projection*: |
$397 |
$599 |
| 5 Yr Expense Projection*: |
$N/A |
$948 |
| 10 Yr Expense Projection*: |
$N/A |
$1,904 |
|
|
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